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Trey Thoelcke

Will GM or 3M Crush Earnings? Wall Street Favors This One

GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about…

Trey Thoelcke · 2 months ago

How MicroStrategy Lost Reddit’s Retail Investors in Weeks

Strategy's Reddit fanbase turned from true believers into brutal critics in a matter of weeks, and the chain of events that triggered the collapse reveals just how fragile the leveraged bitcoin treasury model always…

Trey Thoelcke · 2 months ago

Antero Resources Is in Play: Which Energy Titan Will Acquire It?

Antero Resources has quietly transformed into one of Appalachia's most coveted takeover targets, and a handful of energy titans are circling with very different motivations. The question is not whether a deal happens, but…

Trey Thoelcke · 2 months ago

What Investors Don’t Understand About Abbott Laboratories

Wall Street still prices Abbott like a slow-and-steady dividend stalwart, but a pair of massive strategic moves beneath the surface suggests that framing may be costing investors a significant opportunity.

Trey Thoelcke · 2 months ago

What Investors Still Get Wrong About AppLovin

The market still labels AppLovin a mobile gaming company, but the games are gone and what replaced them is generating margins that rival the most profitable software businesses on earth. The question is whether…

Trey Thoelcke · 2 months ago

AbbVie vs Baxter: One Golden Cross Is Real, One Is a Trap

AbbVie and Baxter both flashed the same bullish technical signal this month, but one golden cross signals genuine momentum while the other masks a fundamentally broken business. Knowing which is which could protect your…

Trey Thoelcke · 2 months ago

What Investors Don’t Know About Nio

The consensus on Nio has treated it as a perpetual cash-burning startup on the edge of collapse, but the latest financials describe a company that looks almost nothing like that story.

Trey Thoelcke · 2 months ago